Managing Members and Permissions
Last Updated: April 25, 2024
The final step in creating a project is adding users and defining their access levels or permissions. Here, you'll choose from the list of users who to add to the project and then specify their permissions.
After selecting the solutions for your project and clicking Next, you will be taken to the Members section.
Select users from the displayed list to add to each module by ticking the corresponding boxes.
Once done, click Next to proceed to the Permissions section.
Specify each user’s access to specific modules by selecting their access level from the dropdown menu.
Once you've completed the necessary steps to create a project, click Create.
A popup will appear confirming that the project has been created successfully. Click on Get Started.
Your newly created project will be displayed in the Projects portfolio.
Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.
Members and Permissions
The final step in creating a project is adding users and defining their access levels or permissions. Here, you'll choose from the list of users who to add to the project and then specify their permissions.
Members
After selecting the solutions for your project and clicking Next, you will be taken to the Members section.
Select users from the displayed list to add to each module by ticking the corresponding boxes.
Once done, click Next to proceed to the Permissions section.
Permissions
Specify each user’s access to specific modules by selecting their access level from the dropdown menu.
Once you've completed the necessary steps to create a project, click Create.
A popup will appear confirming that the project has been created successfully. Click on Get Started.
Your newly created project will be displayed in the Projects portfolio.
Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.
Updated on: 19/09/2024
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